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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.9B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,244
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$125M
3
+$106M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$105M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$90.9M

Top Sells

1
+$149M
2
+$137M
3
+$117M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$76.8M
5
IXN icon
iShares Global Tech ETF
IXN
+$73.5M

Sector Composition

1 Technology 5.33%
2 Healthcare 4.83%
3 Financials 3.77%
4 Industrials 2.9%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$8K ﹤0.01%
+1,283
2727
$8K ﹤0.01%
426
-3,159
2728
$8K ﹤0.01%
166
-302
2729
$8K ﹤0.01%
490
-848
2730
$8K ﹤0.01%
+191
2731
$8K ﹤0.01%
481
+325
2732
$8K ﹤0.01%
+500
2733
$8K ﹤0.01%
+1,411
2734
$8K ﹤0.01%
576
-289
2735
$8K ﹤0.01%
744
+111
2736
$8K ﹤0.01%
196
+44
2737
$8K ﹤0.01%
196
-3
2738
$8K ﹤0.01%
619
2739
$8K ﹤0.01%
704
2740
$8K ﹤0.01%
1,054
+328
2741
$8K ﹤0.01%
375
+52
2742
$8K ﹤0.01%
1,622
2743
$8K ﹤0.01%
449
-24
2744
$8K ﹤0.01%
+909
2745
$8K ﹤0.01%
+314
2746
$8K ﹤0.01%
+114
2747
$8K ﹤0.01%
+503
2748
$8K ﹤0.01%
560
-1,041
2749
$8K ﹤0.01%
336
+118
2750
$8K ﹤0.01%
469
+4
108 109
110
111 112